This automation scenario allows you to connect Tally and HubSpot
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Tally and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in Tally
Triggers when a new form submission is received.
Then this action happens in HubSpot
Creates a Contact in HubSpot.
This guide contains information on how to set up an automatic workflow that allows to Create a contact in Hubspot for every new Tally form response.
Part I
First, we need to connect Tally and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Tally to Zapier.
Give Zapier access to your Tally account, using Tally credentials.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Tally
Choose the following trigger: New Submission (Triggers when a new form submission is received.).
Then set up an Action for HubSpot
Choose this action: Create Contact (Creates a Contact in HubSpot.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Tally and HubSpot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a contact in Hubspot for every new Tally form response!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Get form fields
Get forms
Get responses
Lists all field definitions for the selected form.
Triggers when a new form submission is received.
New response (instant)
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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